Great minds think alike

I've recently finished a large data migration.    In the system where the data came from, contacts had two email fields, one primary, one secondary.   To migrate this into HubSpot, I've created the corresponding fields, but would now like to tidy up by adding the secondary email as a normal email field.   If I use the "Copy Property Value" workflow action, it replaces the primary email. I would like to have a way to append a new email instead. ...read more

Hi there! Can we raise up vote for create custom channel source for conversation inbox API? since there is still on BETA and looks like we just have as is channel to use on conversation due to the API didn't have 'CREATE' request, one of my client facing struggle when they need to connect their social chat apps like telegram in hubspot (since for now i bring solution to using Timeline API to capture the conversational by ticket based), hopefully we can adding any other custom source channel for chat conversation!   Backlink issue ...read more

This post is for the HubSpot developers.   First, it's great having integration between these two platforms, it's allowed us to discontinue our salesforce subscription to standardize on HubSpot Sales Professional.    However, the downside is we've lost some major functionality that I'm hoping will be addressed soon.  Important note: while we had SFDC and HubSpot all data was synchronizing between the two platforms without requiring Operations Hub.    Here's my assessment and where there are opportunities to create a tighter integration.   prospects / contacts - sync (partial check) above default, HubSpot wants you to purchase Operations Hub, however, when using SFDC, integration did not require any additional plans to sync. accounts - sync (partial check) the same thing, Hubspot requires Operations Hub to sync above standard (very basic) fields.  Since we have Sales Professional, this should be included. deals/opportunities - (missing) this is a major issue for us, we update our deals within Outreach. sequence data - (missing) having two-way sync will help ensure data accuracy.  If HubSpot wants to be the database of record and allow users to keep marketing, sales, etc in one place, tighter integration here is essential. complete integration - (missing) tasks, meetings, calls, etc.  100% Outreach synchronize with HubSpot, whether it's inbound, or outbound I want the records to reflect all of the interactions we have. ...read more

Hello,   It would be really useful to be able to use meeting requested date/time where a connected calendar isn't available.   Due to our sales team are on different time zones, they don't use a unified calendar therefore it's not applicable to connect a calendar, but we wanted to use the meeting tool nonetheless to capture date/time requests to send individualized requests or counter requests to leads.   The idea was to capture and pass the requested meeting date/time date to the sales team via an internal automated email, but it turns out the only available property (date of last meetings booked) requires a connected calendar to work. For this reason it's impossible to use meeting tool to capture requested date/time although Hubspot itself captures it and uses that particular data in a notification email (xxx xxx couldn't book a meeting because your calendar is disconnected) so the data is there already.   Please create a property named something like "date of last meeting requested" and make it available where a connected calendar is not available.   Derya Yazgan Digital Marketing Manager ...read more

Please can you add a feature to the mobile app which allows us to create and edit templates from our phone? I don't always have time to get to my desktop and while on the go this would allow me to be more efficient in the present moment and not have to add a future task to my to do list. Thanks!   Rebecca ...read more

Because my accounts are connected and Hubspot is able to track my analytics, I would like a tool that suggests a time to post based off the platform and day of week. Schedulers like HeyOrca, Sprinklr, Hootsuite and more suggest a time based off your platform's peak engagement time. I would rather post at 1:22 on a Tuesday on Instagram because that is what's best based off my analytics than post every day at 11:00am.  ...read more

We run many different HubSpot portals for customers and have run into this issue multiple times: There is a major issue with a form and it is unclear who created or changed the form.   Like many features of HubSpot it would be great if forms showed who created the initial form and showed version history with editor information.  It's a lot easier to hold people accountable if you can see who made or edited a form. ...read more

For designing workflows It would be useful to have the possibility to add dummy (non-executable) steps with display text field only. In many cases, especially if designing rather complex worklfows it is a blocker if I don't have all the necessary emails, CTAs, forms etc. ready and eg. I realize that I'd need an email iteration for another if/then branch on the fly. If in such case I don't add a real, executable step I can't continue building my workflow, while if I add something to fill in the gap and leave it in by mistake, then there is a risk that eg. a wrong email will be sent or something unwanted happens. Dummy steps could help me oversee what building bricks I still need to prepare, without interrupting me in worklflow design work, or contaimining my workflow with redundant content pieces. Ideally workflows should not be allowed to switch on before replacing all dummy steps with executable ones. ...read more

Currently one can set a 'Welcome page' by domain – but it is limited to only one default 'Welcome page' per domain. We would like to have different Welcome pages for different areas, for example connected to a List membership.    The background of this is that we have created a "Customer portal" with various documentation for prospects and newly registered customers. They each get added to a list and get access to X content via login. Now, we'd want to expand to also other types of "self-service" portals, eg. restricted access areas for other types of content, with completely other membership lists – and want to have the possibility to set different Welcome pages depending on the need/case.  The workaround today, is to have multiple domains and use them for the various welcome pages/memberships – which does not work for us. ...read more